FineMark National Bank & Trust’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-87
| Closed | -$13K | – | 401 |
|
|
2016
Q4 | $13K | Buy |
87
+35
| +67% | +$5.23K | ﹤0.01% | 898 |
|
|
2016
Q3 | $8K | Sell |
52
-85
| -62% | -$13.1K | ﹤0.01% | 975 |
|
|
2016
Q2 | $19K | Buy |
+137
| New | +$19K | ﹤0.01% | 829 |
|
|
2016
Q1 | – | Sell |
-233
| Closed | -$37K | – | 1296 |
|
|
2015
Q4 | $37K | Sell |
233
-10
| -4% | -$1.59K | ﹤0.01% | 666 |
|
|
2015
Q3 | $42K | Sell |
243
-229
| -49% | -$39.6K | 0.01% | 665 |
|
|
2015
Q2 | $103K | Sell |
472
-101
| -18% | -$22K | 0.01% | 479 |
|
|
2015
Q1 | $124K | Buy |
573
+15
| +3% | +$3.25K | 0.02% | 431 |
|
|
2014
Q4 | $119K | Sell |
558
-179
| -24% | -$38.2K | 0.02% | 453 |
|
|
2014
Q3 | $148K | Buy |
737
+272
| +58% | +$54.6K | 0.02% | 387 |
|
|
2014
Q2 | $95K | Buy |
465
+121
| +35% | +$24.7K | 0.02% | 482 |
|
|
2014
Q1 | $69K | Buy |
344
+12
| +4% | +$2.41K | 0.01% | 532 |
|
|
2013
Q4 | $72K | Sell |
332
-3
| -0.9% | -$651 | 0.01% | 498 |
|
|
2013
Q3 | $62K | Buy |
335
+137
| +69% | +$25.4K | 0.02% | 526 |
|
|
2013
Q2 | $32K | Buy |
+198
| New | +$32K | 0.01% | 656 |
|